Nvidia’s data-center sales dominate while AMD remains more diversified
NVIDIA Corporation reported $89 billion of data‑center sales, representing about 92.5% of its $96.221 billion total revenue for the quarter ended July 26. Advanced Micro Devices, Inc. (AMD) posted $6.7 billion of data‑center sales, about 58.1% of its $11.536 billion total revenue for the quarter ended June 27. The analysis models a uniform 10% decline in data‑center revenue, which would reduce…
Key points
- Nvidia reported $89 billion data‑center sales, 92.5% of its $96.221 billion quarterly revenue.
- AMD’s data‑center sales were $6.7 billion, 58.1% of its $11.536 billion quarterly revenue.
- A 10% data‑center decline would cut Nvidia’s total revenue ~9.25% versus AMD’s ~5.8%.
AMD’s other segments showed mixed trends: gaming revenue fell 31% year‑over‑year, while client and embedded revenues rose 23% and 19%. Free‑cash‑flow multiples were near 41 for Nvidia and 106 for AMD as of Oct 16, indicating a higher valuation premium for AMD that depends on future cash growth. Insider Monkey counted 285 Nvidia holders (up from 275) and 164 AMD holders (up from 134) in Q2 2026, with Voyager Global increasing Nvidia positions 9% and Southpoint cutting AMD positions 6%. Short interest on Sep 30 was 1.3% of Nvidia’s float and 2.4% of AMD’s.
Nvidia vs. AMD: Which Business Is More Exposed to a Data-Center Slowdown?
finance.yahoo.com · 17 October 2026
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This text was published by finance.yahoo.com and written by Habib Ur Rehman. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
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2sources- Nvidia vs. AMD: Which AI Business Has More Room for Margins to Fall?Press · insidermonkey.com ·
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